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Disclosures

Naveen Julian Rego has a majority stake in Naveen Rego Wealth Managers Private Limited which is an execution only company distributing all Indian Mutual Fund schemes under the broker code ARN -23315. In lieu of the distributor agreement with the MF companies, the said company receives brokerage in the range of 0.05 to 1% (upfront or p.a.) depending on the scheme and the assets transacted. Besides this, the company would also be distributing other financial products like Bonds etc. for which it would be receiving brokerage​.

We however, insist our clients to execute the transaction directly with the respective financial institutions, so as to reduce the implication of brokerages and non-transparency.

 
   
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